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RJA ASSET MANAGEMENT LLC 13F portfolio summary

RJA ASSET MANAGEMENT LLC of RJA ASSET MANAGEMENT LLC has 4 current stock holdings with a reported portfolio value of $320.9M. The portfolio 1 year return is +40.73%. Top holdings include AAPL (88.38%), AFRM (6.14%), TWLO (4.38%), LYFT (1.10%).

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RJA ASSET MANAGEMENT LLC

RJA ASSET MANAGEMENT LLC
Latest filing: 2026-06-30

RJA ASSET MANAGEMENT LLC runs RJA ASSET MANAGEMENT LLC and currently holds 4 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $320.92M. Their top holdings are AAPL, AFRM, TWLO, LYFT. The top five represent 100.0% of reported portfolio weight. RJA ASSET MANAGEMENT LLC ranks #319 out of 1000 investors tracked by Alpha Score. They trimmed 1 position. Their current best-performing preview position is AFRM with returns of +77.98%.

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Top 5 Holdings
AAPL88.4%
AFRM6.1%
TWLO4.4%
LYFT1.1%
Top 5: 100.0%
Portfolio Returns
1 Year
+40.73%
#225/1000
3 Year
+65.50%
#566/1000
5 Year
+104.07%
#252/1000

Portfolio Value

$320.92M

Alpha Score

71.2

#319 of 1000

Holdings

4

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4 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
Apple Inc
88.38%$138.37$309.35+123.57%
Held
AFRM
Affirm Holdings Inc
6.14%$43.01$77.03+79.10%
Trimmed
-1.59%
TWLO
Twilio Inc
4.38%$85.60$225.20+163.08%
Held
LYFT
Lyft Inc
1.10%$13.30$17.47+31.35%
Held